Fung Shiu Sun Byron
Accounting And Banking
Stouffville
Summary
Latest Position: Manulife Financial Planner Years(s) of Work Experience: 9 years
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
16
16
years of professional experience
Work History
Financial Planning Officer
Manulife
12.2014 - 07.2023
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Sale assistant
Adidas
04.2010 - 08.2013
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Sale assistant
Prada
09.2011 - 07.2012
- Developed relationships with clients for increased loyalty and repeat business.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Audit Trainee
Kenneth Ip & Co
08.2009 - 08.2011
- Provided journal entries and performed accounting on accrual basis.
- Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.
- Supported senior auditors in planning engagement strategies based on clients'' risk profiles and business objectives.
Sale assistant
Miu Miu
04.2011 - 07.2011
- Developed relationships with clients for increased loyalty and repeat business.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Sale assistant
Walker Shop
12.2009 - 04.2010
- Introduce products to customers- Serve customers
Barista
Starbucks
03.2008 - 08.2008
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Recommended products based on solid understanding of individual customer needs and preferences.
- Handled customer complaints professionally, resolving issues promptly to ensure satisfaction and foster loyalty.
- Prepared specialty drinks such as cappuccinos, lattes and mochas.
Youth Ambassador
Caritas Jockey Club Integrated Service
05.2007 - 08.2007
- Assisted admissions office in hosting campus overnight visits to drive engagement.
- Help social workers to organize events - Serve individuals who visit the center
Education
BCom (Hons) in Accounting & Banking -
Chu Hai College of Higher Education
09.2009 - 05.2014
HKALE - undefined
Stewards Pooi Tun Secondary School
09.2007 - 05.2009
HKCEE - undefined
Sing Yin Secondary School
09.2002 - 05.2007
Skills
Administrative duties
Relationship Building
Filing and data archiving
Reliability
Teamwork and Collaboration
Excellent Communication
Personal Particulars
Male, 11/25/90, Chinese, Married
Timeline
Financial Planning Officer
Manulife
12.2014 - 07.2023
Sale assistant
Prada
09.2011 - 07.2012
Sale assistant
Miu Miu
04.2011 - 07.2011
Sale assistant
Adidas
04.2010 - 08.2013
Sale assistant
Walker Shop
12.2009 - 04.2010
BCom (Hons) in Accounting & Banking -
Chu Hai College of Higher Education
09.2009 - 05.2014
Audit Trainee
Kenneth Ip & Co
08.2009 - 08.2011
Barista
Starbucks
03.2008 - 08.2008
HKALE - undefined
Stewards Pooi Tun Secondary School
09.2007 - 05.2009
Youth Ambassador
Caritas Jockey Club Integrated Service
05.2007 - 08.2007
HKCEE - undefined
Sing Yin Secondary School
09.2002 - 05.2007